See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT WEST LIFE AND ANNUITY Service code 64 · EIN 84-0467907 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, OH 80111 | Recordkeeping Fees | $21,104 |
PENSION ASSURANCE LLP1 year Filed as: PENSION ADVISORS Service code 27 28601 CHAGRIN BLVD #550 · CLEVELAND, OH 44122 | Advisory (Plan) | $20,355 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,821 | $55,453+33.1% | $170,442-56.7% | $62,292+18.5% |
| Participation rate | 91.5% | 66.4%+25.1pp | 83.6%+7.9pp | 69.5%+22.0pp |
| Annual return | 14.88% | 21.38%-6.5pp | 205.93%-191.1pp | 28.90%-14.0pp |
| Employer contribution / active EE | $4,195 | $2,164+93.9% | $5,433-22.8% | $2,042+105.4% |
| Participant deferral / active EE | $1,732 | $2,303-24.8% | $4,939-64.9% | $3,169-45.4% |
| Admin fee / account holder | $295 | $455-35.2% | $13,880-97.9% | $479-38.5% |